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Download the Users training guide.
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To create a new user
Choose the drop-down arrow to the far right of the menu bar.
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Choose Edit Users/Roles.
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In the Users and Roles window, in the Users tab, choose Add.
Enter the Email Address of the user you are creating.
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Each user must have a unique email address.
Choose OK.
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In the Create User window, choose Yes.
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In the Edit User window, enter the Name and choose the Role for the user.
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The Admin User role is the only installed role. For information on about roles, see
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Choose OK.
After the user is created, a success window displays. Choose OK.
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The user needs to check their email inbox for an email containing their temporary password.
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The assumption is that the new user has installed Connect.
Launch Connect.
Enter the user email address and temporary password.
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Choose the drop-down arrow to the far right of the menu bar.
Choose Change Password.
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In the Change Password window, enter the current password and then enter the new password (twice).
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Choose OK.
Choose OK in the Success window.
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In the Login window, choose Forgot Password.
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Choose Yes in the confirmation window.
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Choose OK in the success window.
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Note: | A message displays if the email address is not found in the database. | |
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Download the Users training guide. |